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AstraZeneca

1,229 hedge funds and large institutions have $39.1B invested in AstraZeneca in 2024 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 496 increasing their positions, 396 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $485M | Put options by funds: $334M

31% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 89

25% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 396

1% more funds holding

Funds holding: 1,2111,229 (+18)

0% more capital invested

Capital invested by funds: $39B → $39.1B (+$45.6M)

0.03% more ownership

Funds ownership: 16.11%16.15% (+0.03%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,229
Holders Change
+18
Holders Change %
+1.49%
% of All Funds
17.65%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.24%
New
117
Increased
496
Reduced
396
Closed
89
Calls
$485M
Puts
$334M
Net Calls
+$152M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Cullinan Associates
Kentucky
$1.01M
MWM
527
Meridian Wealth Management
Kentucky
$1M +$1.04M +6,447 New
AWA
528
Arkadios Wealth Advisors
Georgia
$994K +$655K +4,060 +175%
CWM
529
CIBC World Markets
New York
$994K -$2.37M -14,676 -70%
AG
530
Advocate Group
Minnesota
$989K -$2.1K -13 -0.2%
CIA
531
Concurrent Investment Advisors
Florida
$988K +$290K +1,799 +40%
HWM
532
Hohimer Wealth Management
Washington
$984K
JFL
533
Jarislowsky, Fraser Ltd
Quebec, Canada
$965K -$139K -864 -12%
SMH
534
Sanders Morris Harris
Texas
$964K
HKAM
535
Horizon Kinetics Asset Management
New York
$963K -$49.7K -308 -5%
ONB
536
Old National Bancorp
Indiana
$962K +$329K +2,041 +49%
ZB
537
Zions Bancorporation
Utah
$961K +$264K +1,636 +36%
TWC
538
TD Waterhouse Canada
Ontario, Canada
$958K +$106K +659 +12%
RCM
539
RB Capital Management
Nevada
$956K -$15K -93 -1%
SIS
540
Susquehanna International Securities
Ireland
$953K +$987K +6,116 New
4WM
541
44 Wealth Management
Oregon
$950K +$996K +6,170 New
ARG
542
Advisory Resource Group
Oklahoma
$946K +$980K +6,072 New
FAM
543
Flaharty Asset Management
Florida
$943K
Calamos Advisors
544
Calamos Advisors
Illinois
$940K
FA
545
FDx Advisors
Illinois
$939K -$41K -254 -4%
MWA
546
Moser Wealth Advisors
Washington
$938K
SRC
547
Sage Rhino Capital
California
$937K +$11.9K +74 +1%
IC
548
Inscription Capital
Texas
$936K -$26.1K -162 -3%
FIM
549
Freedom Investment Management
Connecticut
$935K -$604K -3,744 -38%
EFMC
550
Empire Financial Management Company
New York
$935K